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Lucy Saunders and Phil Duma have joined BDO as companions within the south of England. Saunders arrives as a personal consumer associate for the south east area, whereas Duma turns into a transactions companies associate within the south west.
Lucy Saunders joins the personal consumer tax crew with 20 years of expertise. Previously a associate with Blick Rothenburg, this contains explicit experience in advising worldwide excessive web price people (HNWIs) on complicated tax issues together with matrimonial, succession, inheritance, belief and firm areas.
Michael Flaherty, head of south east personal consumer companies at BDO, mentioned, “Lucy is a massively invaluable addition to each the South East and nationwide Personal Consumer Tax groups. Her wealth of expertise and wonderful standing out there will additional improve the nice work we do as we proceed to broaden our enterprise.
Trying forward, she is going to assist to strengthen the agency’s personal consumer tax crew each regionally and nationally. Particularly, she is going to work with HNWIs, households and their constructions – each within the UK and internationally.
Saunders added, “I stay up for constructing relationships each internally inside the agency and externally with shoppers and contacts each domestically and internationally. It’s an especially thrilling time to be becoming a member of BDO, because it continues to construct on one other profitable monetary 12 months, which noticed report funding in core areas equivalent to individuals, know-how, innovation and future high-growth companies.”
Phil Duma in the meantime brings over 20 years of expertise advising entrepreneurial owner-managed companies and personal fairness traders to BDO. Becoming a member of from PwC, he has a selected specialism within the monetary companies sector.
Derek Neil, head of transaction companies at BDO, mentioned, “Phil’s appointment is reflective of our ongoing strategic funding in expertise within the South West. It has been one other very lively 12 months for BDO within the area and a key side of our technique is to construct top quality native capability to match the tempo of enterprise development and alternative we see in vital regional markets.
Based mostly in Bristol, Duma will turn out to be a associate in BDO’s transaction companies follow throughout the south west area. He’ll advise entrepreneurial owner-managed companies and personal fairness traders throughout the area, with a selected deal with the monetary companies sector.
Duma famous, “The south west is a implausible area, with entrepreneurial enterprise house owners on the coronary heart of the native financial system and offers market. BDO has an distinctive status for delivering a high-quality, partner-led service and I’m delighted to be becoming a member of such a powerful and dynamic crew, strengthening our place as a frontrunner out there.”
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